Ok, this is driving me mental as I know it can be done I just don't know how it is done. We have a production service which is doing this feature exactly as describe but I cannot recreate it in a test environment to document it.
So here is the scenario, I have a template field in the incident form which says template. It references the sys_template table so I can select a template and auto fills in various fields, we use this in production to quickly log repetitive tickets eg password reset tickets. All we need to do is fill in the affect user and find the right template and boom all the field get filled in.
Here are some screen shots to try and illustrate how I have got it at the moment but it doesn't fill in any of the field shown in the template. It is referencing the right table and I can select the right 'testing' template, it just doesn't fill in the corresponding fields in the incident form from the template
Hi Andrew,
Use the dot menu on the form header to turn on the template bar (seen at the bottom) and then select your template.
Templates are applied using the Template menu option. The template field only indicates which template was applied, not apply the values when you set the value there.
